定錨產業筆記-科技產業趨勢領航者
定錨財經資訊工作室我們是一個專注於產業分析的網站。 我們透過參加法說會、與公司會談、閱讀研究報告、蒐集公開新聞資訊……等方式，歸納產業趨勢脈絡， 提供讀者更容易理解產業分析。 我們希望能打造一個更好的產業分析學習生態圈， 讓讀者能夠有效率地學習與吸收，提升自己的眼光，拓展更寬廣的視野。 歡迎來定錨產業筆記：investanchors.com/ ----------------------------- 合作信箱 -------------------------------------- 有任何合作邀約歡迎來信：investanchors@gmail.com -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 10 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
這集我們邀請到，3/16-3/19去洛杉磯參加OFC (全球光通訊大展)的研究員Jing，這應該是台灣第一篇詳細的OFC產業報告，希望大家可以更了解光通訊產業的未來，也歡迎新朋友加入我們訂閱方案，我們真的很用心在尋找更多產業的趨勢，如果企業機構對於展覽專題簡報或是對於我們的產品實體照片有興趣，也歡迎email洽詢「企業方案」。
本集你會聽到：
① Lumentum：200G EML、超高功率 CW Laser 到 VCSEL，為何代表不同互聯路線正在成形
② AAOI：800G/1.6... more
本期除了介紹我們怎麼看GTC，我們在同一時間也飛去洛杉磯參加全球光通訊的盛會OFC，這次帶回來很多在台灣看不到的光通訊相關調研，我個人認為我們家研究員Jing，應該是全台看過最完整光通訊產品的研究員，下一集就會邀請他來跟大家分享。
順便工商宣傳一下，如果有公司或研究員對OFC 2026展覽專題簡報，或是我們拍攝的產品實體照片有興趣，歡迎來信email洽詢「企業方案」，讓我們有機會與你們分享這些珍貴的資料。
本集你會聽到：
① GTC 這次到底在講什麼：NVIDIA 把主軸從生成式 AI... more
近期股市波動放大，受到美國轟炸伊朗、荷姆茲海峽受到封鎖影響，股市、油價持續震盪，在這個時候我們陪伴大家收回專注力，回來看看有機會的產業。
我們看到成熟製程這裡，在未來產能利用率持續提升，有一些潛在的機會可以注意，歡迎大家可以分享我們的節目給有興趣的朋友。
本週節目你會聽到：
① 成熟製程供給為何變緊？
② 轉單效應怎麼走：成熟製程客戶外溢到誰？
③ 需求端的新主力：AI伺服器電源鏈帶動PMIC/功率元件投片，為何用量可達傳統伺服器5–10倍？
④ 成熟製程代工費要漲了嗎：各... more
錄音時間是3/6的下午我們剛看完台澳大戰，謝謝台灣隊打了場讓人感動的WBC。
近期股市受到美國對伊朗開戰的影響，原油價格快速飆升，股市回檔相對劇烈，提醒聽眾朋友們要注意風險，股市要走的長、走的久才是最重要的事情，盤勢不好的時候歡迎大家回來一起做功課，尋找下一個產業趨勢
本集你會聽到：
① 被動元件產業的完整拆解
② 為何近期被動元件一直有漲價信傳出？
③ AI 伺服器如何改變被動元件需求？
④ 日本御三家如何看待後市？
⑤ 我們怎麼看？
⑥ 產業風險在哪裡？
本... more
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- 站長好帥好帥
EP4乾貨滿滿阿，快速掃過這半年所有強趨勢的熱門股，而且講的非常基本跟詳細，光是這一集的內容就遠大於股癌十幾集散散的內容吧！ 錨⚓️大衝衝衝
Apple Podcasts5我愛謝孟恭
Taiwan2 months ago - 聽好聽滿！！
刷臉書才知道大大出了podcast，我是從孟恭的推薦才知道您的粉專的，突然發現有節目感覺好期待！！祝節目長紅，股票大爆射～
Apple Podcasts5淪陷區氣氛仔Taiwan2 months ago - 5星好評
真假定錨有podcast 了
Apple Podcasts5威化heheTaiwan2 months ago - 五星
五星給下去
Apple Podcasts5TruechihoTaiwan2 months ago - 五星好評
對國防軍工整個脈絡有更清楚的認知了
Apple Podcasts5打不開，打開了又閃退！Taiwan2 months ago
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Apple Podcasts | #232 | Taiwan/Top Podcasts |
Apple Podcasts | #45 | Taiwan/Business |
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定錨產業筆記-科技產業趨勢領航者 launched 2 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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